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DocumentationAPI Reference
DocumentationAPI Reference
  1. Calls Enrichment
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  1. Calls Enrichment

Pipedrive - Call Enrichment

By connecting to your Pipedrive account, the assistant can access contextual information about callers, enabling more personalized and effective interactions.

Configuration#

To set up Pipedrive integration:
1
Set the URL
Enter this url: https://COMPANYDOMAIN.pipedrive.com/api/v2/persons/search?fields=phone
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Replace COMPANYDOMAIN with your actual company domain. You can find your company domain by following the instructions here.
2
Set the "Property to filter"
Enter term as the field that will be used to match and retrieve relevant caller information.
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3
Set the headers
Key: x-api-token
Value: APITOKEN
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Replace APITOKEN with your real Pipedrive API token.
4
Test your configuration
Use the "Test Request" feature to verify your integration is working properly. Use a phone number from one of your contacts registered in your Pipedrive account.
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5
Save Configuration
Click "Save" to finalize your Pipedrive integration settings.
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Call Enrichment with Pipedrive
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